Deactivating and Removing System Views in Microsoft Dynamics CRM 2011

Problem solving is in the DNA of a CRM superhero. So, when a client recently asked me us about removing system views in Microsoft Dynamics CRM 2011, we were on it like a flash. The client was finding that views like ‘All Opportunities Opened This Week’ or ‘Accounts: No Orders in the Last 6 Months’ were not very useful in the current system.

In CRM 4.0 it was not possible to hide/delete/deactivate a system view. In the past we had used a plugin that would remove a system view from the view drop down menu. This plugin would look to see if the words ‘to be removed’ were present in the name of the view, and if they were, the view would be removed from the view selector. We figured this was how we would need to do it in CRM 2011…we were wrong…

In Dynamics CRM 2011 we have the ability to deactivate a system view, out of the box! This is a great new feature and is extremely easy to use:

Navigate to the VIEWS area of the entity which contains the view you want to hide.

Highlight the view to remove

Click the ACTIONS menu and choose DEACTIVATE

Blahhhhm! Simple as that!

Yes another handy trick from the CRM Superheroes at PowerObjects. Happy CRM’ing!

Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

How do you deactivate a Report entity’s managed view? For example, the “Service Reports” view. The “deactivate” option is not presented for this Managed view.

John

Joe, do you know if deactivating views will propagate through promoting solution packages to another environment. That is, deactivating a system view in development, package the solution and import to production, will that view be deactivated or does it need to be done manually for each environment? Thanks.

PowerObjects, an HCL Technologies Company, is a leader in delivering Microsoft Dynamics 365 solutions through unparalleled offerings of service, support, education and add-ons. Winner of the 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration, PowerObjects has built an unmatched team of Dynamics 365 experts that help organizations increase productivity, streamline business processes, and build better relationships.